Sector
Batteries
WatchKorean lithium-ion cell and materials producers with European operations: LG Energy Solution, Samsung SDI, SK On, and the cathode, separator and equipment suppliers around them.
Standing view
The desk's standing view: the Korean battery majors built European capacity for a demand curve that has flattened, and the sector is now in a re-phasing cycle. That is a caution for European tier-two suppliers and an opportunity for European buyers with volume to commit.
The EU's battery regulation and carbon-footprint rules are the next structural variable; the Korean majors are further along on compliance than the market assumes.
On the desk
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